See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,362 | $183,519-69.3% | $155,509-63.8% | $145,922-61.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 19.88% | 61.17%-41.3pp | 64.67%-44.8pp | 561.29%-541.4pp |
| Employer contribution / active EE | $9,945 | $5,313+87.2% | $4,672+112.8% | $4,660+113.4% |
| Participant deferral / active EE | $8,714 | $6,462+34.8% | $5,626+54.9% | $6,688+30.3% |
| Admin fee / account holder | $153 | $19,313-99.2% | $15,912-99.0% | $13,397-98.9% |